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Pinnacle Series Best Practices

A collection of articles with best practice guidance on a variety of topics that will help you be efficient and productive in using the Pinnacle Series.

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Best Practice Guide to Searching for Pinnacle Series Content

Applies To: 

  • Users
  • Learning Managers
  • Content Managers


Common Causes/Issues:

  • You would like to learn how you can optimize your Pinnacle Series search results.
  • You would like guidance on how to find the most relevant learning content.
  • You would like to learn how the Pinnacle search engine works.

 

Solution Overview:

 

Basic Search Tips

  • Keyword Search: Type keywords into the search bar to find relevant content
  • Be Specific:
    • Use precise terms that describe exactly what you're looking for. Avoid vague or overly broad words.
  • Think Like a Search Engine:
    • Use the most relevant and important terms. Omit unnecessary words like "how to" or "find."
    • Example: Use create pipe network  instead of how do I create a pipe network.
  • Focus on the Core Topic:
    • Break down your need into the main topic and key actions.
    • Example: visibility states for searching about specific visibility controls.
  • Experiment with Synonyms:
    • If one keyword doesn’t work, try alternate terms. For example, use guidelines instead of standards.
  • Avoid Full Sentences:
    • Stick to essential words or phrases. Avoid entering an entire question or sentence.
    • Example: Use grading alignment instead of How do I align grading

 

Using + and - for Better Results

  • Prioritize Words with +: Add a + directly before words you want to emphasize in your search.
  • Exclude Words with -: Add a - directly before words you want to exclude from your results.
  • For example: +grading +surfaces -pipe
     


 


 

Filter Options for Precision

  • Publisher: Narrow results based on the content creator or provider (e.g. Eagle Point Software, Autodesk or Bentley Systems).
  • Topics: Filter by specific subjects or topics (e.g., Product Names and Versions).
  • Content Type: Choose the format of the content (e.g., Video,Document, Learning Path, Workflow).
  • Duration: Filter content by length 
  • Difficulty: Select content based on skill level (No Difficulty Rating, Beginner, Intermediate, Advanced).
  • Keywords: Add or modify keywords for further refinement.

 

Pro Tips for Optimized Searching

  • Search for Exact Phrases: Use quotation marks (") around a phrase for precise results.

    Example: "Visibility Settings"
  • Use Wildcards for Variations:
    • *: Match multiple characters.
      Example: design* (finds "design," "designer," "designing").
    • ? :Match a single character.
      Example: te?t (finds "text" or "test").
  • Save Search Results: Bookmark items from your search results for for quick access later on,
  • Search Within Specific Libraries
    • Narrow your scope by selecting a product-specific or topic-specific library, then run your query for highly relevant results.
  • Take Advantage of Tags and Metadata
    • Search using tags like topics, subtopics, or keywords that align with the structure of Pinnacle Series content for targeted results.
  • Leverage Related Results Suggestions
    • Review related content or "suggested resources" within Pinnacle Series when accessing an item from your search results to discover additional relevant materials.

 

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